myEQUITY Connect Developer Portal

Equity Trust provides myEQUITY Connect APIs, alongside our other integrations, products, and services to give partners the ability to create a seamless investor interaction with those that are using retirement funds. These digital integrations allow for the partners to keep the investor on their site and leverage technology to link systems together and automate the requests with Equity Trust. These efficiencies will allow partners to become more competitive in their space which may increase transaction volumes and assets under management, reduce processing times, and provide greater control of the user experience. 

myEQUITY Connect provides endpoints that deliver connections throughout the entire lifecycle of the account from opening and funding an IRA, to submitting an investment request, as well as real-time access to the data for tracking and monitoring activities and available cash.

Following API best practices myEQUITY Connect allows you to easily review, test, and implement these connections with your systems.

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APIs Sign up

When you are ready to move from the review process to the implementation process or want to talk with one of our dedicated team members, contact us: